How do you add 5,000 documents a week into Salesforce?
With 2,200 employees spread out at self-storage locations around the country it uses NetDocuments to manage and share all of its documents within Salesforce.com in a simple and user-friendly way.
T3 Conference is Financial Advisor Technology Paradise
Nothing in life is certain, except death, taxes, and the T3 Technology Conference being the the go-to spot for financial services technology. David Drucker and Joel Bruckenstein are the brainchildren behind the T3 conference and will be taking their talents to Weston, FL for the 2011 event being held February 16-19. This is the sixth year that the duo has been running the conference and they are extremely excited to see what new innovations will be discussed during this year's show.
A Call for Collaboration
Remember recess in elementary? That's right, a hundred kids running at full speed in different directions, headed for unknown destinations, totally oblivious of who would be there and why? Exciting, yes. Fun, yes. Total mayhem, you bet. The Cloud Computing industry is growing at a break-neck pace, recess is out, and it's time to make some sense of the chaos. Collaboration is a broad and well trodden topic; in fact, it was Salesforce.com's theme at their event of the year, titled "Collabor8". But just because Salesforce.com can throw around phrases like "collaborative software", or taking a "collaborative approach" in their business vernacular, it doesn't make it any easier to grasp in a real sense, nor to implement in a real-life, competitive and fast-paced environment, especially if your business has nothing to do with Salesforce.com.
Stevie Wonder, Bill Clinton, and Will.I.Am, - Heroku, Chatter, and Database.com - Dreamforce 2010 was Off the Hook
Standing with a fist raised in the air, chanting "Bernard come back, Bernard come back", I felt as though I was in a positive mental attitude, MLM event, getting geared up for yet another year of break-neck sales. But no, thank goodness…I was one of the 30,000 attendees at Salesforce.com's Dreamforce event in San Francisco participating in a Marc Benioff marketing stunt to combat Microsoft Dynamics guerilla marketing tactics with their "I Didn't Get Forced" campaign.
Q&A With Bill Winterberg on Technology for Financial Advisors
This week I had a good discussion about technology for financial advisors with Bill Winterberg, one of the most technology forward minds in the Financial services market.
Turn Your PC Into A Global Network: Part II for Financial Services
Part I: SaaS for Lawyers; Part II: SaaS for Financial Advisors; Part III: SaaS for Accountants With SaaS technology, the PC can be made to serve as a global network. Today, in part 2 of a 3 part series, we will discuss how financial advisors and broker dealers can reduce hardware costs, decrease their carbon footprint, increase mobility and enable collaboration with clients while providing SEC and FINRA compliance through cloud computing and SaaS.
SaaS as the New Paradigm
Microsoft's development of web applications for the cash cow that is MS Office, officially shifts the standard from legacy software to SaaS.
NetDocuments loved T3 Conference for Registered Financial Advisors, Mint.com, Client Portals and more...
Post Authored by Leonard Johnson, VP Marketing, NetDocuments Leonard Johnson and Marc Duncan attended T3 Conference in La Jolla, California this past week on February 17th to the 20th. We not only enjoyed beautiful, warm weather at the Hilton La Jolla Hotel adjacent to the world-class Torrey Pines Golf Course, but more importantly we enjoyed visiting with many of our customers and consultants of this prestigious financial investment advisory industry. Marc works closely with our customers and prospective customers in this industry and he stated, "it was like a family reunion." We have wonderful customers who are great to work with and we greatly appreciate their business.
NetDocuments Client Portal Review
NetDocuments was recently reviewed in the t3 newsletter which deals with technology for financial services professionals. It was written by David Drucker who, along with Joel Bruckenstein, administer the t3 conference and newsletter. Along with running t3, David Drucker is also a journalist, speaker, financial advisor, pit bull rescuer, biker, classic car nut, gadget geek, and bluesman. In his recent article titled, "A Sampling of Client Portals," Drucker reviewed four different products that provide client portal functionality for financial advisors. The four products reviewed were Advisorsites, Family Office Network, NetDocuments and Make It A Good Day.
NetDocuments Attends T3 Conference for Financial Service Advisors
Leonard Johnson and Marc Duncan exhibited and presented at the Technology Tools for Today 2009 Conference, held at the InterContinental Hotel in Addison, Texas. This event targets the technology needs of Financial Services Advisors. This is the fourth conference held and the first for NetDocuments. There were about 400 attendees from across the nation. We were impressed with the attendees and their focused interest in learning more about technology, and looking for CRM, document management or other industry-specific technologies for their business.